Auctus Advisors’ Co-Founder and Head of Research, Stéphane Foucaud joins DirectorsTalk Interviews to discuss the shifting dynamics of the helium market.
In this interview with Auctus Advisors’ Co-Founder and Head of Research, Stéphane Foucaud, we explore the shifting dynamics of the helium market. From assessing the risks tied to helium projects across diverse geographies to identifying critical success factors like resource quality and market proximity, Stéphane shares his insights on uncovering value in this challenging yet promising sector. Helium is indispensable in cutting-edge applications such as medical technology, space exploration, and electronics, positioning it as a strategic resource for the future.
Introduction and Context – 0:08
Setting the stage for the helium market discussion with Stéphane Foucaud.
Challenges in the Helium Market – 0:30
Overview of the difficulties junior helium companies faced in the past year.
Assessing Junior Helium Companies – 1:15
Insights into evaluating projects and opportunities in a depressed market.
Key Evaluation Criteria for Helium Projects – 2:10
Four criteria: asset quality, location, distance to market, and chance of development.
Understanding Asset Quality and Flow Rates – 3:00
Factors influencing commercial viability, including helium concentration and flow rates.
Location Matters: Regulatory and Operational Considerations – 4:20
The importance of regulatory environments, infrastructure, and institutional strength.
Project Maturity and Development Likelihood – 5:40
Measuring project readiness and its implications for risk and investment.
Pulsar Helium: A Standout Performer – 6:30
Detailed analysis of Pulsar Helium’s strong performance across evaluation criteria.
Closing Thoughts and Takeaways – 7:40
Final reflections on the helium market and investment opportunities.
Pulsar Helium is a junior company focused on exploring and developing helium resources. The company boasts some of the highest helium concentrations among its peers, coupled with strong initial production rates, making it a standout performer in the helium sector. Its projects are strategically located to optimise commercial viability, with a focus on accessible infrastructure and favourable regulatory environments.
Pulsar’s flagship project has shown promising results, including a helium flow rate that indicates significant revenue potential, well above drilling costs. The company also benefits from high levels of CO₂ on-site, which can enhance the economic prospects of its operations. With an independently assessed 65% chance of development, Pulsar Helium stands out as one of the most promising players in this emerging industry.
